Personal Touch Financial Services Limited

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Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

Buy-to-Let Mortgage Advice
Buy-to-Let Mortgage Arranging
Equity Release Advice

For Customer, Home reversion plans
Investment Advice (no pensions)

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Mortgage Advice

For Customer, Regulated mortgage contract
Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
Equity Release Arranging

For Customer, Home reversion plans
Arranges Investments

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Mortgage Arranging

For Customer, Regulated mortgage contract
Buy-to-Let Start Date
Buy-to-Let Status
Credit Brokering
Debt Advice
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- · This permission is limited to debt counselling with no debt management activity.
- · Limited to debt counselling in connection with investment and mortgage advice.
Equity Release Setup

For Customer, Home reversion plans
Mortgage Setup

For Customer, Regulated mortgage contract
Investment Setup

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Credit Score Services
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- · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order).

Senior staff personally approved by the FCA to hold their roles here.

Andrea Adair
IRN AXA01013
- (2197)Appointed representative dealing with clients for which they require qualification (31 Jan 2024 to 8 Apr 2024)
Andrea Marie Davies
IRN AMD01136
- (919)CF1 Director (AR) (8 Dec 2006 to 14 Aug 2007)
Andrea Michelle Rozario
IRN AMR01124
- (276)CF1 Director (AR) (23 Nov 2005 to 20 Sep 2006)
Andrea Storey
IRN AXS05099
- (379)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (380)Appointed representative dealing with clients for which they require qualification (since 15 Jan 2024)
Andrew Alexander Lees
IRN AXL00063
- (2866)CF1 Director (AR) (18 Dec 2006 to 3 Apr 2008)
Andrew Arthur Evans
IRN AAE00002
- (1448)CF1 Director (AR) (2 Dec 2008 to 7 Sep 2024)
Andrew Auton
IRN AXA00693
- (1480)CF1 Director (AR) (8 Sep 2022 to 7 Nov 2024)
Andrew Barratt Sale
IRN ABS00016
- (2)CF30 Customer (20 Dec 2011 to 31 Jan 2020)
Andrew Beaton
IRN AXB00433
- (2348)Appointed representative dealing with clients for which they require qualification (28 Jan 2021 to 29 Apr 2022)
Andrew Birch
IRN AXB02374
- (3255)CF10 Compliance Oversight (11 Jun 2013 to 4 Mar 2014)
- (3254)CF11 Money Laundering Reporting (26 Jan 2011 to 4 Mar 2014)

Smaller firms operating under this firm's FCA authorisation.

First Rate Home Finance Ltd (no longer appointed)
FRN 497346 · Appointed 6 Mar 2009 · Until 30 Jan 2015
Mortgages Assured (no longer appointed)
FRN 497294 · Appointed 6 Mar 2009 · Until 30 Dec 2010
Equitable Finance Ltd (no longer appointed)
FRN 497147 · Appointed 4 Mar 2009 · Until 26 Jul 2013
RJS Financial Services (no longer appointed)
FRN 497151 · Appointed 4 Mar 2009 · Until 27 Mar 2009
The Mortgage & Insurance Shop (UK) Ltd (no longer appointed)
FRN 468578 · Appointed 4 Mar 2009 · Until 4 Nov 2009
Lawton Financial Services Ltd (no longer appointed)
FRN 497129 · Appointed 3 Mar 2009 · Until 22 Sep 2016
A T Financial Services (no longer appointed)
FRN 497071 · Appointed 2 Mar 2009 · Until 23 Apr 2010
£ibra Financial Services Ltd (no longer appointed)
FRN 411401 · Appointed 27 Feb 2009 · Until 15 Sep 2010
Peter Smith Associates (no longer appointed)
FRN 496836 · Appointed 25 Feb 2009 · Until 10 Mar 2010
Sylverton Financial Services Ltd (no longer appointed)
FRN 462713 · Appointed 25 Feb 2009 · Until 28 Mar 2012

Updates to this firm's record on the FCA register.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.